3Chopt Investment Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), 3Chopt Investment Partners, LLC reported 274 stock positions worth $532.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 12.2% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 6.3%) and Nvidia (NVDA, 6.1%). Compared with Q1 2026, it opened 42 new positions, sold out of 9, added to 115 and reduced 87. The biggest buy was Micron Technology (MU, shares +8%) and the biggest sale McKesson (MCK, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001978521
- Portfolio Value
- $532.1M (Q2 2026)
- SEC Filing
- 0001398344-26-012987 ↗ filed Jul 29, 2026
Holdings Value
Holdings 274 stocks · $532.1M
| VOO Vanguard S&P 500 ETF | 12.16% | 94,181 | $64.7M | Add +2.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.32% | 110,885 | $33.6M | Add +10.7% |
| NVDA Nvidia Corp. | 6.06% | 161,098 | $32.2M | Add +5.4% |
| AAPL Apple Inc. | 4.14% | 76,117 | $22.0M | Add +7.8% |
| GOOG Alphabet Inc. Class C | 3.28% | 49,464 | $17.5M | Add +3.5% |
| MSFT Microsoft Corp. | 2.23% | 31,783 | $11.9M | Add +18.2% |
| AVGO Broadcom Inc. | 1.97% | 27,738 | $10.5M | Add +2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.65% | 17,553 | $8.8M | Add +3.5% |
| LRCX Lam Research Corp. | 1.41% | 17,299 | $7.5M | Add +3.6% |
| META Meta Platforms Inc. Class A | 1.35% | 12,753 | $7.2M | Add +2.8% |
| PM Philip Morris International | 1.35% | 39,383 | $7.2M | Reduce -0.7% |
| MU Micron Technology Inc. | 1.33% | 6,125 | $7.1M | Add +8.5% |
| CSCO Cisco Systems Inc. | 1.22% | 55,459 | $6.5M | Add +0.9% |
| BBUS JPMorgan Betabuilders US Equ | 1.19% | 47,005 | $6.3M | Reduce -4.6% |
| AMZN Amazon.com Inc. | 1.15% | 25,740 | $6.1M | Add +27.1% |
| VEU Vanguard Ftse All-World Ex-U | 1.15% | 72,912 | $6.1M | Add +1.6% |
| MCK McKesson Corp. | 1.10% | 7,708 | $5.8M | Reduce -3.0% |
| VST Vistra Corp. | 1.09% | 36,553 | $5.8M | Reduce -2.0% |
| JNJ Johnson & Johnson | 1.04% | 21,776 | $5.5M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 1.03% | 16,776 | $5.5M | Reduce -4.8% |
| KLAC KLA Corp. | 1.03% | 18,113 | $5.5M | Reduce -0.8% |
| MO Altria Group Inc. | 0.98% | 71,650 | $5.2M | Reduce -2.3% |
| WMB Williams Cos Inc. | 0.94% | 67,066 | $5.0M | Reduce -1.4% |
| LLY Eli Lilly & Co. | 0.90% | 4,014 | $4.8M | Add +10.6% |
| AMAT Applied Materials Inc. | 0.86% | 6,308 | $4.6M | Add +5.5% |
| GOOGL Alphabet Inc. Class A | 0.85% | 12,697 | $4.5M | Add +20.4% |
| WFC Wells Fargo & Co. | 0.79% | 50,751 | $4.2M | New |
| WMT Walmart Inc. | 0.77% | 36,283 | $4.1M | Add +3.7% |
| JMOM JPMorgan US Momentum Factor | 0.77% | 48,059 | $4.1M | No change |
| TSLA Tesla Inc. | 0.76% | 9,642 | $4.1M | Add +18.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.74% | 16,294 | $4.0M | Reduce -2.3% |
| BKNG Booking Holdings Inc. | 0.69% | 20,619 | $3.7M | Reduce -8.2% |
| IWM iShares Russell 2000 ETF | 0.67% | 11,891 | $3.6M | Add +2.9% |
| ABBV Abbvie Inc. | 0.67% | 14,191 | $3.6M | Reduce -6.9% |
| NSC Norfolk Southern Corp. | 0.63% | 10,671 | $3.4M | Add +0.6% |
| MA Mastercard Inc. Class A | 0.60% | 6,192 | $3.2M | Add +13.2% |
| MRK Merck & Co. Inc. | 0.59% | 24,198 | $3.1M | Add +9.0% |
| XOM Exxon Mobil Corp. | 0.58% | 22,756 | $3.1M | Reduce -3.0% |
| PGR Progressive Corp. | 0.55% | 13,456 | $2.9M | Add +2.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.54% | 29,742 | $2.9M | No change |
| GILD Gilead Sciences Inc. | 0.54% | 22,571 | $2.9M | Reduce -2.5% |
| MPC Marathon Petroleum Corp. | 0.54% | 11,147 | $2.8M | Reduce -0.6% |
| RTX RTX Corp. | 0.52% | 14,530 | $2.8M | Add +2.2% |
| BAC Bank of America Corp. | 0.50% | 46,757 | $2.7M | Reduce -11.1% |
| PG The Procter & Gamble Co. | 0.47% | 17,097 | $2.5M | Add +6.1% |
| ACGL Arch Capital Group Ltd. | 0.45% | 24,608 | $2.4M | New |
| CAT Caterpillar Inc. | 0.44% | 2,211 | $2.4M | Add +9.8% |
| BKR Baker Hughes Co. | 0.43% | 41,657 | $2.3M | Reduce -2.2% |
| SCHW Schwab (charles) Corp. | 0.43% | 24,941 | $2.3M | Reduce -1.2% |
| GLOF iShares Global Equity Factor | 0.42% | 38,369 | $2.3M | Reduce -0.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.42% | 3 | $2.2M | No change |
| QCOM Qualcomm Inc. | 0.42% | 12,140 | $2.2M | Reduce -23.3% |
| C Citigroup Inc. | 0.42% | 15,863 | $2.2M | New |
| CHKP Check Point Software Tech | 0.39% | 15,848 | $2.1M | Reduce -19.9% |
| V Visa Inc. Class A | 0.39% | 6,053 | $2.1M | Add +20.0% |
| COF Capital One Financial Corp. | 0.39% | 10,346 | $2.1M | New |
| AXP American Express Co. | 0.38% | 5,952 | $2.0M | Add +7.1% |
| GLW Corning Inc. | 0.37% | 7,722 | $2.0M | Reduce -3.6% |
| CVX Chevron Corp. | 0.37% | 11,774 | $2.0M | Reduce -6.7% |
| CI The Cigna Group | 0.36% | 7,001 | $1.9M | Add +1.0% |
| PEP Pepsico Inc. | 0.36% | 13,980 | $1.9M | Reduce -9.4% |
| D Dominion Energy Inc. | 0.35% | 26,983 | $1.8M | Reduce -7.8% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.35% | 6,725 | $1.8M | No change |
| KO The Coca-Cola Co. | 0.33% | 21,763 | $1.8M | Add +10.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.33% | 3,522 | $1.7M | Reduce -4.7% |
| AMD Advanced Micro Devices | 0.32% | 2,964 | $1.7M | Add +54.5% |
| VONG Vanguard Russell 1000 Growth | 0.32% | 13,460 | $1.7M | No change |
| CTAS Cintas Corp. | 0.32% | 10,102 | $1.7M | Add +2.2% |
| EXPD Expeditors Intl Wash Inc. | 0.32% | 10,523 | $1.7M | Reduce -6.0% |
| MCD McDonald's Corp. | 0.32% | 6,341 | $1.7M | Reduce -5.1% |
| DELL Dell Technologies -C | 0.31% | 3,852 | $1.7M | Add +10.3% |
| HD Home Depot Inc. | 0.31% | 4,679 | $1.7M | Add +23.9% |
| JAVA JPMorgan Active Value ETF | 0.31% | 20,449 | $1.6M | Reduce -9.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 2,115 | $1.6M | Reduce -3.0% |
| COST Costco Wholesale Corp. | 0.29% | 1,639 | $1.5M | Add +8.3% |
| JIRE JPMorgan Int Res Enh Eqty | 0.28% | 18,021 | $1.5M | Reduce -1.8% |
| VYM Vanguard High DVD Yield ETF | 0.28% | 9,384 | $1.5M | Add +0.1% |
| ORCL Oracle Corp. | 0.27% | 9,770 | $1.4M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 17,472 | $1.4M | No change |
| UNH Unitedhealth Group Inc. | 0.26% | 3,384 | $1.4M | Add +24.9% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 3,723 | $1.4M | Add +10.7% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 19,341 | $1.4M | Reduce -5.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.26% | 10,045 | $1.4M | Reduce -0.2% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.25% | 17,198 | $1.3M | Add +0.0% |
| NEE Nextera Energy Inc. | 0.25% | 15,100 | $1.3M | Add +0.3% |
| NVR NVR Inc. | 0.25% | 194 | $1.3M | Reduce -20.2% |
| EXPE Expedia Group Inc. | 0.24% | 5,015 | $1.3M | Reduce -8.3% |
| JGRO JPMorgan Active Growth ETF | 0.24% | 12,820 | $1.3M | Reduce -14.6% |
| TXN Texas Instruments Inc. | 0.23% | 4,110 | $1.2M | Add +1.4% |
| CBRE CBRE Group Inc. Class A | 0.22% | 8,826 | $1.2M | Reduce -13.9% |
| GS Goldman Sachs Group Inc. | 0.22% | 1,142 | $1.2M | Add +8.8% |
| NOC Northrop Grumman Corp. | 0.21% | 2,231 | $1.1M | Reduce -0.7% |
| ADI Analog Devices Inc. | 0.21% | 2,853 | $1.1M | Add +7.7% |
| INTC Intel Corp. | 0.21% | 8,091 | $1.1M | Add +47.9% |
| LH Labcorp Holdings Inc. | 0.20% | 3,807 | $1.1M | Reduce -12.5% |
| DBX Dropbox Inc. Class A | 0.20% | 38,519 | $1.1M | Reduce -67.0% |
| ORLY O'reilly Automotive Inc. | 0.20% | 11,456 | $1.1M | Add +5.2% |
| GEV GE Vernova Inc. | 0.20% | 896 | $1.1M | Add +12.6% |
| EOG EOG Resources Inc. | 0.20% | 8,109 | $1.1M | Reduce -0.6% |
| DE Deere & Co. | 0.19% | 1,619 | $1.0M | Reduce -9.3% |
Portfolio Sells Q1 2026 → Q2 2026
| MCK McKesson Corp. | Reduce -3.0% | 1.10% | −0.48 |
| DBX Dropbox Inc. Class A | Reduce -67.0% | 0.20% | −0.41 |
| XOM Exxon Mobil Corp. | Reduce -3.0% | 0.58% | −0.33 |
| CHKP Check Point Software Tech | Reduce -19.9% | 0.39% | −0.26 |
| CVX Chevron Corp. | Reduce -6.7% | 0.37% | −0.23 |
| GILD Gilead Sciences Inc. | Reduce -2.5% | 0.54% | −0.20 |
| WMB Williams Cos Inc. | Reduce -1.4% | 0.94% | −0.20 |
| VST Vistra Corp. | Reduce -2.0% | 1.09% | −0.19 |
| PEP Pepsico Inc. | Reduce -9.4% | 0.36% | −0.19 |
| BKNG Booking Holdings Inc. | Reduce -8.2% | 0.69% | −0.17 |
| PM Philip Morris International | Reduce -0.7% | 1.35% | −0.16 |
| BKR Baker Hughes Co. | Reduce -2.2% | 0.43% | −0.16 |
| HON Honeywell International Inc. | Reduce -0.9% | 0.11% | −0.16 |
| JPM JPMorgan Chase & Co. | Reduce -4.8% | 1.03% | −0.15 |
| MCD McDonald's Corp. | Reduce -5.1% | 0.32% | −0.15 |
| MO Altria Group Inc. | Reduce -2.3% | 0.98% | −0.14 |
| NOC Northrop Grumman Corp. | Reduce -0.7% | 0.21% | −0.14 |
| BBUS JPMorgan Betabuilders US Equ | Reduce -4.6% | 1.19% | −0.13 |
| NVR NVR Inc. | Reduce -20.2% | 0.25% | −0.12 |
| SCHW Schwab (charles) Corp. | Reduce -1.2% | 0.43% | −0.11 |
| CF CF Industries Holdings Inc. | Reduce -6.6% | 0.19% | −0.11 |
| LMT Lockheed Martin Corp. | Reduce -7.0% | 0.18% | −0.10 |
| CBRE CBRE Group Inc. Class A | Reduce -13.9% | 0.22% | −0.09 |
| MPC Marathon Petroleum Corp. | Reduce -0.6% | 0.54% | −0.09 |
| ABBV Abbvie Inc. | Reduce -6.9% | 0.67% | −0.09 |
| BAC Bank of America Corp. | Reduce -11.1% | 0.50% | −0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.3% | 0.74% | −0.09 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.07 |
| EOG EOG Resources Inc. | Reduce -0.6% | 0.20% | −0.07 |
| CEG Constellation Energy | Sold out | 0.00% | −0.07 |
| D Dominion Energy Inc. | Reduce -7.8% | 0.35% | −0.07 |
| JAVA JPMorgan Active Value ETF | Reduce -9.9% | 0.31% | −0.07 |
| RPM RPM International Inc. | Sold out | 0.00% | −0.07 |
| LH Labcorp Holdings Inc. | Reduce -12.5% | 0.20% | −0.07 |
| WATT Energous Corp. | Sold out | 0.00% | −0.06 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.06 |
| JGLO JPMorgan GLBL SLCT Eq ETF | Reduce -42.4% | 0.06% | −0.06 |
| LHX L3HARRIS Technologies Inc. | Reduce -10.3% | 0.09% | −0.06 |
| T AT&T Inc. | Sold out | 0.00% | −0.05 |
| JGRO JPMorgan Active Growth ETF | Reduce -14.6% | 0.24% | −0.05 |
| POST Post Holdings Inc. | Sold out | 0.00% | −0.05 |
| CTVA Corteva Inc. | Reduce -20.8% | 0.10% | −0.05 |
| SU Suncor Energy Inc. | Reduce -5.5% | 0.09% | −0.05 |
| COP Conocophillips | Sold out | 0.00% | −0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -4.7% | 0.33% | −0.05 |
| EXPE Expedia Group Inc. | Reduce -8.3% | 0.24% | −0.05 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.05 |
| EQT Eqt Corp. | Reduce -0.4% | 0.10% | −0.05 |
| TJX TJX Companies Inc. | Reduce -2.5% | 0.15% | −0.05 |
| WTW Willis Towers Watson PLC | Reduce -24.4% | 0.06% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +8.5% | 1.33% | +0.89 |
| WFC Wells Fargo & Co. | New | 0.79% | +0.79 |
| LRCX Lam Research Corp. | Add +3.6% | 1.41% | +0.59 |
| ACGL Arch Capital Group Ltd. | New | 0.45% | +0.45 |
| C Citigroup Inc. | New | 0.42% | +0.42 |
| COF Capital One Financial Corp. | New | 0.39% | +0.39 |
| AMAT Applied Materials Inc. | Add +5.5% | 0.86% | +0.39 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +10.7% | 6.32% | +0.31 |
| ORCL Oracle Corp. | New | 0.27% | +0.27 |
| CSCO Cisco Systems Inc. | Add +0.9% | 1.22% | +0.25 |
| AMD Advanced Micro Devices | Add +54.5% | 0.32% | +0.23 |
| AMZN Amazon.com Inc. | Add +27.1% | 1.15% | +0.19 |
| MS Morgan Stanley | New | 0.18% | +0.18 |
| DELL Dell Technologies -C | Add +10.3% | 0.31% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +20.4% | 0.85% | +0.16 |
| INTC Intel Corp. | Add +47.9% | 0.21% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +3.5% | 3.28% | +0.15 |
| LLY Eli Lilly & Co. | Add +10.6% | 0.90% | +0.14 |
| BMY Bristol-Myers Squibb Co. | New | 0.13% | +0.13 |
| MRVL Marvell Technology Inc. | New | 0.13% | +0.13 |
| CAT Caterpillar Inc. | Add +9.8% | 0.44% | +0.12 |
| SNDK Sandisk Corp. | New | 0.11% | +0.11 |
| PANW Palo Alto Networks Inc. | New | 0.11% | +0.11 |
| UNH Unitedhealth Group Inc. | Add +24.9% | 0.26% | +0.10 |
| RSG Republic Services Inc. | New | 0.09% | +0.09 |
| JUSA JPM US Rsrch Enhnc L Cap ETF | New | 0.09% | +0.09 |
| WDC Western Digital Corp. | Add +15.2% | 0.15% | +0.08 |
| APH Amphenol Corp. Class A | New | 0.07% | +0.07 |
| TSLA Tesla Inc. | Add +18.9% | 0.76% | +0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.07% | +0.07 |
| STX Seagate Technology Holdings | New | 0.06% | +0.06 |
| AVGO Broadcom Inc. | Add +2.7% | 1.97% | +0.06 |
| CHAT Roundhill Gen AI & Tech ETF | New | 0.06% | +0.06 |
| BNY Bank of New York Mellon Corp. | New | 0.06% | +0.06 |
| ADP Automatic Data Processing | New | 0.06% | +0.06 |
| GNRC Generac Holdings Inc. | New | 0.06% | +0.06 |
| CVS CVS Health Corp. | New | 0.05% | +0.05 |
| TXN Texas Instruments Inc. | Add +1.4% | 0.23% | +0.05 |
| IVV iShares Core S&P 500 ETF | New | 0.05% | +0.05 |
| LOHA Roundhill Halo ETF | New | 0.05% | +0.05 |
| APP AppLovin Corp. Class A | New | 0.05% | +0.05 |
| HWM Howmet Aerospace Inc. | New | 0.04% | +0.04 |
| NFLX Netflix Inc. | Add +122.9% | 0.17% | +0.04 |
| ABNB Airbnb Inc. Class A | New | 0.04% | +0.04 |
| JCI Johnson Controls Internation | New | 0.04% | +0.04 |
| GE General Electric | Add +10.7% | 0.26% | +0.04 |
| SHW The Sherwin-Williams Co. | New | 0.04% | +0.04 |
| V Visa Inc. Class A | Add +20.0% | 0.39% | +0.04 |
| VRT Vertiv Holdings Co. Class A | New | 0.04% | +0.04 |
| CMI Cummins Inc. | Add +24.1% | 0.16% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 274 | $532.1M | VOO, VB, NVDA, AAPL, GOOG |
| Q1 2026 | 240 | $437.1M | VOO, NVDA, VB, AAPL, GOOG |
| Q4 2025 | 231 | $446.3M | VOO, NVDA, VB, AAPL, GOOG |
| Q3 2025 | 230 | $439.5M | VOO, NVDA, VB, AAPL, MSFT |
| Q2 2025 | 226 | $415.9M | VOO, NVDA, VB, AAPL, MSFT |
| Q1 2025 | 228 | $381.7M | VOO, VB, NVDA, AAPL, BRK.B |
| Q4 2024 | 75 | $291.2M | VOO, VB, NVDA, AAPL, GOOG |
| Q3 2024 | 70 | $279.7M | VOO, VB, NVDA, AAPL, GOOG |
| Q2 2024 | 183 | $327.6M | VOO, VB, NVDA, AAPL, GOOG |
| Q1 2024 | 68 | $243.5M | VOO, VB, NVDA, AAPL, GOOG |